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Overview of Bridge Glossary of Terms Used in Bridge Bridge Login and SaaS Spaces Using Manager Control Panel as a Tenant Configure Your Bridge Setting as a Tenant Manage Your Members as a Tenant Manage Your Programs as a Tenant Manage Marketplace as a Tenant Manage Your Teams as a Tenant Manage Your Wiki as a Tenant Login & Account Management by a Batoi Bridge Member Managing Profile by a Batoi Bridge Member Using Programs by a Batoi Bridge Member Networking by a Batoi Bridge Member Setting up Availability by a Batoi Bridge Member Managing Meetings by a Batoi Bridge Member Using Marketplace by a Batoi Bridge Member

Configure Your Bridge Setting as a Tenant

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Figure 1: Individual Bridge Manager Control Panel Dashboard Screen — ***Figure 1***: *Individual Bridge Manager Control Panel Dashboard Screen*

As a Bridge Manager, you need to update the Setting first. Click the Settings menu from the Manager Control Panel dashboard, as shown in Figure 1 above, and the settings page will open, as shown in Figure 2 below.

Figure 2: Individual Bridge Manager Control Panel Settings Screen — ***Figure 2***: *Individual Bridge Manager Control Panel Settings Screen*

Currently, you will have four types of settings, as shown in Figure 2 above.

General
Match Tag
Match Category
Industry Category
Wiki Settings
Welcome Email Setting

General

Click on the General card, as shown in Figure 2 above, and you will be redirected to the General settings page, as shown in Figure 3 below.

You can edit the below details and click the Submit button to save the general settings for the particular Bridge, as shown in Figure 3 above. The details that can be updated are:

Title (Textbox - Mandatory): Title of the Bridge
Type (Single Select Box - Mandatory): Select the type of the Bridge
Create Public Page (Radio Button - Mandatory): Select if you want a public page for the Bridge or not (If selected Yes, then the Handle textbox will appear)
- Association
- Company
- Group
Type of Member (Radio Button - Mandatory): Select the member type as 'Individual' or 'Organization'
Handle (Text box - Mandatory): Type your handle name for public view
Display Email of Member (Radio Button - Mandatory): Select if you want to display the member's email ID or not
Upload Icon (File Upload - Optional): Upload your handle logo or icon

As shown in Figure 3 above, click the Back icon at the top right of the screen to return to the settings main page.

Match Tag

Click on the Match Tag card, as shown in Figure 2 above, and you will be redirected to the Match Tag list page, as shown in Figure 4 below.

Add Match Tag

Click on the + Add Tag button available on the top of the screen, as shown in Figure 4 above and you will be redirected to the match tag add page, as shown in Figure 5 below.

You can add your matching tags on the text box as shown above. To add multiple match tag at a time, click on the + Add One More Tag link just below the textbox and click the Submit button once you added all your matching tags, as shown in Figure 5 above.

As shown in Figure 5 above, click the Back icon at the top right of the screen to return to the match tag list page.

Edit Match Tag

Click on the individual match tag Action link from the list page, as shown in Figure 4 above and you will be redirected to the match tag edit page, as shown in Figure 6 below.

You can update the match tag and click the Submit button to save the changes, as shown in Figure 6 above.

Archive Match Tag

To archive a match tag, go to the edit page of that particular match tag and click the Archive this Tag button available at the bottom of the edit page, as shown in Figure 6 above.

Match Category

Click on the Match Category card, as shown in Figure 2 above, and you will be redirected to the Match Category list page, as shown in Figure 7 below.

Figure 7: Individual Bridge Member Category List Screen — ***Figure 7***: *Individual Bridge Member Category List Screen*

Add Match Category

Click on the + Add Category button available on the top of the screen, as shown in Figure 7 above and you will be redirected to the match category add page, as shown in Figure 8 below.

You can add the below details and click the Submit button to create a new match category, as shown in Figure 8 above.

Match Category (Textbox - Mandatory): Title of the Match Category
Display Offer & interest (Select Box - Mandatory): Select the options as 'Offer' and 'Interest'
Display Organization on Public Page (Radio Button - Mandatory): Select 'Yes', if you want to show your organization name on the public page for the Bridge.
Display Organization on Public Page (Radio Button - Mandatory): Select 'Yes', if you want to show your organization name on the public page for the Bridge.
Member Display Setting (Select Box - Mandatory): There are two options, 'All' or 'Selected Match Category'. If you select 'Selected Match Category', then all the available match categories will be visible with check box.

As shown in Figure 8 above, click the Back icon at the top right of the screen to return to the match category list page.

Edit Match Category

Click on the individual match category Action from the list page, as shown in Figure 7 above and you will be redirected to the match category edit page, as shown in Figure 9 below.

You can update the match category and click the Submit button to save the changes, as shown in Figure 9 above.

Select Match Category

While adding or editing a particular match category, click on the Selected Match Category card, as shown in Figure 9 above, and all the match categories available will be displayed right to the card, as shown in Figure 10 below. Check or uncheck the checkbox associated with each match category as per your preference, and those members available in the selected match categories will be visible in this match category.

Archive Match Category

To archive a match category, go to the edit page of that particular match category and click the Archive this Category button available at the bottom of the edit page, as shown in Figure 9 above.

Industry Category

Click on the Industry Category card, as shown in Figure 2 above, and you will be redirected to the Industry Category list page, as shown in Figure 11 below.

Add Industry Category

Click on the + Add Category button available on the top of the screen, as shown in Figure 11 above and you will be redirected to the industry category add page, as shown in Figure 12 below.

You can add the below details and click the Submit button to create a new industry category, as shown in Figure 12 above. To add multiple industry categories, click the + Add One More Category button and a new text box will appear.

Edit Industry Category

Hover the industry category you want to edit, and the Edit icon will appear to the right side of the industry category, as shown in Figure 13 below.

Click on the Edit icon, as shown in Figure 13 above, and a pop-up screen will appear where you can edit the name of the industry category and also change the parent category, as shown in Figure 14 below.

Figure 14: Individual Bridge Edit Industry Category Pop-up Screen — ***Figure 14***: *Individual Bridge Edit Industry Category Pop-up Screen*

Add Sub Industry Category

p>Hover the industry category where you want to add a new sub category, and the Add icon will appear to the right side of the industry category, as shown in Figure 13 above.

Click on the Add icon, as shown in Figure 13 above, and a pop-up screen will appear where you can add the name of the new sub industry category and also select the parent category, as shown in Figure 15 below.

Figure 15: Individual Bridge Add Industry Sub Category Pop-up Screen — ***Figure 15***: *Individual Bridge Add Industry Sub Category Pop-up Screen*

To add a sub sub industry category follow the same steps a adding of sub industry category.

Delete Industry Category

Hover the industry category you want to edit, and the Delete icon will appear to the right side of the industry category, as shown in Figure 13 above.

Click on the Delete icon, as shown in Figure 13 above, and a pop-up screen will appear, and once you confirm, the industry category will be removed, as shown in Figure 16 below.

Figure 16: Individual Bridge Delete Industry Category Pop-up Screen — ***Figure 16***: *Individual Bridge Delete Industry Category Pop-up Screen*

Wiki Settings

Click on the Wiki Settings card, as shown in Figure 2 above, and you will be redirected to the wiki settings page, as shown in Figure 17 below.

You can select the wiki type from the available types, 'Book', or 'Documentation', or 'Course' and click the Submit button, as shown in Figure 17 above.

Welcome Email Settings

Click on the Welcome Email Settings card, as shown in Figure 2 above, and you will be redirected to the welcome email settings page, as shown in Figure 18 below.

You can add the content in the Paragraph Content box, as shown in Figure 18 above, which you want to be sent to the user when the manager sends the invitation to join the Bridge Space.

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